Soundmark Wealth Management, LLC Dimensional ETF Tr Transaction History

Soundmark Wealth Management, LLC

  • $225 Million
  • Q1 2024

A detailed history of Soundmark Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 505,211 shares of DFAX stock, worth $13.1 Million. This represents 5.7% of its overall portfolio holdings.

Number of Shares
505,211
Previous 491,129 2.87%
Holding current value
$13.1 Million
Previous $12 Million 7.16%
% of portfolio
5.7%
Previous 5.93%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$23.42 - $25.45 $329,800 - $358,386
14,082 Added 2.87%
505,211 $12.9 Million
Q4 2023

Jan 09, 2024
BUY
$21.44 - $24.42 $334,249 - $380,707
15,590 Added 3.28%
491,129 $12 Million
Q3 2023

Oct 10, 2023
BUY
$22.41 - $24.35 $356,229 - $387,067
15,896 Added 3.46%
475,539 $10.7 Million
Q2 2023

Jul 13, 2023
BUY
$22.56 - $24.03 $259,462 - $276,369
11,501 Added 2.57%
459,643 $10.7 Million
Q1 2023

Apr 10, 2023
BUY
$21.74 - $23.72 $169,550 - $184,992
7,799 Added 1.77%
448,142 $10.3 Million
Q4 2022

Jan 12, 2023
BUY
$20.25 - $22.36 $11,785 - $13,013
582 Added 0.13%
440,343 $0
Q3 2022

Oct 12, 2022
BUY
$19.38 - $22.64 $135,543 - $158,344
6,994 Added 1.62%
439,761 $8.31 Million
Q2 2022

Jul 11, 2022
BUY
$21.22 - $25.37 $115,733 - $138,367
5,454 Added 1.28%
432,767 $9.28 Million
Q1 2022

Apr 11, 2022
SELL
$23.26 - $26.72 $15,514 - $17,822
-667 Reduced 0.16%
427,313 $10.7 Million
Q4 2021

Jan 18, 2022
SELL
$25.17 - $26.82 $6.82 Million - $7.26 Million
-270,879 Reduced 38.76%
427,980 $11.2 Million
Q3 2021

Oct 13, 2021
BUY
$25.83 - $27.21 $18.1 Million - $19 Million
698,859 New
698,859 $18.1 Million

Others Institutions Holding DFAX

# of Institutions
470
Shares Held
211M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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